Avion Wealth’s Willis Towers Watson WTW Stock Holding History

Avion Wealth’s Portfolio WTW Stock Details WTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4K	Hold	16	–	–	﹤0.01%	878
2026 Q2	$4K	Buy	16 +4	+33%	+$1.07K	﹤0.01%	891
2026 Q1	$3K	Sell	12 -8	-40%	-$2.46K	﹤0.01%	824
2025 Q4	$6K	Sell	20 -7	-26%	-$2.29K	﹤0.01%	640
2025 Q3	$9K	Buy	27 +6	+29%	+$1.94K	﹤0.01%	524
2025 Q2	$6K	Buy	21 +6	+40%	+$1.86K	﹤0.01%	605
2025 Q1	$4K	Hold	15	–	–	﹤0.01%	615
2024 Q4	$4K	Buy	15 +5	+50%	+$1.53K	﹤0.01%	613
2024 Q3	$2K	Buy	10 +2	+25%	+$560	﹤0.01%	736
2024 Q2	$2K	Buy	8 +2	+33%	+$516	﹤0.01%	661
2024 Q1	$2K	Buy	6 +2	+50%	+$526	﹤0.01%	803
2023 Q4	$1K	Buy	4 +2	+100%	+$462	﹤0.01%	1029
2023 Q3	$0	Sell	2 -7	-78%	-$1.49K	﹤0.01%	1237
2023 Q2	$2K	Buy	9 +4	+80%	+$922	﹤0.01%	511
2023 Q1	$1K	Buy	+5	New	+$1.21K	﹤0.01%	499

Other funds holding WTW

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Avion Wealth's WTW Position: Q3 2026 in Review

Avion Wealth held its Willis Towers Watson (WTW) position steady in Q3 2026 at 16 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Avion Wealth first reported a position in WTW in Q1 2023 and has held it in 15 quarters since. The position peaked at $9K in Q3 2025. 423 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

Avion Wealth held 16 shares of Willis Towers Watson worth $4K as of Q3 2026.
Avion Wealth left its Willis Towers Watson share count unchanged in Q3 2026.
Willis Towers Watson made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #878 holding.
Avion Wealth first reported a position in Willis Towers Watson in Q1 2023 and has held it in 15 quarters since.
Avion Wealth's Willis Towers Watson position peaked at $9K in Q3 2025.
423 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.